Investors say 2020 changed their outlook

In a survey of high-net-worth investors, 70% reported having a solid relationship with their financial advisor during 2020. While a minority of respondents indicated they had been negatively impacted financially last year, two thirds of respondents indicated they have changed how they think about the future due to the pandemic. Among those, 25% of respondents said there was a change in what they considered important, 20% worried about their financial future, and 19% changed what they want to do in retirement. Most surveyed said they would like to see their advisors hold more client reviews.

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